Civic Intelligence

Stephen Benjamin Insurance Agency Inc.

Plan context: Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan

EIN 04-2205750 • Sutton, MA • 26 filings • 2 plans

497 Central TurnpikeSutton, MA 01590
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$2,426,220

2025 Contributions

$21,168

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,426,220$1,213,110$0200020142025YearValue
$2,426,220Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630200020132025YearValue
6Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202516$2,426,220$21,168$3,528iApproximate average salary by contribution assumption: employee only about $88,200 at 4% or $58,800 at 6%; with 50% employer match about $58,800 at 4% or $39,200 at 6%; with 100% employer match about $44,100 at 4% or $29,400 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-6$2,426,220$21,168$3,528iApproximate average salary by contribution assumption: employee only about $88,200 at 4% or $58,800 at 6%; with 50% employer match about $58,800 at 4% or $39,200 at 6%; with 100% employer match about $44,100 at 4% or $29,400 at 6%.
202415$2,160,760$22,329$4,466iApproximate average salary by contribution assumption: employee only about $111,645 at 4% or $74,430 at 6%; with 50% employer match about $74,430 at 4% or $49,620 at 6%; with 100% employer match about $55,823 at 4% or $37,215 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-5$2,160,760$22,329$4,466iApproximate average salary by contribution assumption: employee only about $111,645 at 4% or $74,430 at 6%; with 50% employer match about $74,430 at 4% or $49,620 at 6%; with 100% employer match about $55,823 at 4% or $37,215 at 6%.
202315$1,974,029$19,851$3,970iApproximate average salary by contribution assumption: employee only about $99,255 at 4% or $66,170 at 6%; with 50% employer match about $66,170 at 4% or $44,113 at 6%; with 100% employer match about $49,628 at 4% or $33,085 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-5$1,974,029$19,851$3,970iApproximate average salary by contribution assumption: employee only about $99,255 at 4% or $66,170 at 6%; with 50% employer match about $66,170 at 4% or $44,113 at 6%; with 100% employer match about $49,628 at 4% or $33,085 at 6%.
202215$1,736,607$19,396$3,879iApproximate average salary by contribution assumption: employee only about $96,980 at 4% or $64,653 at 6%; with 50% employer match about $64,653 at 4% or $43,102 at 6%; with 100% employer match about $48,490 at 4% or $32,327 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-5$1,736,607$19,396$3,879iApproximate average salary by contribution assumption: employee only about $96,980 at 4% or $64,653 at 6%; with 50% employer match about $64,653 at 4% or $43,102 at 6%; with 100% employer match about $48,490 at 4% or $32,327 at 6%.
202115$2,029,763$18,247$3,649iApproximate average salary by contribution assumption: employee only about $91,235 at 4% or $60,823 at 6%; with 50% employer match about $60,823 at 4% or $40,549 at 6%; with 100% employer match about $45,618 at 4% or $30,412 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-5$2,029,763$18,247$3,649iApproximate average salary by contribution assumption: employee only about $91,235 at 4% or $60,823 at 6%; with 50% employer match about $60,823 at 4% or $40,549 at 6%; with 100% employer match about $45,618 at 4% or $30,412 at 6%.
202014$1,800,072$15,091$3,773iApproximate average salary by contribution assumption: employee only about $94,319 at 4% or $62,879 at 6%; with 50% employer match about $62,879 at 4% or $41,919 at 6%; with 100% employer match about $47,159 at 4% or $31,440 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-4$1,800,072$15,091$3,773iApproximate average salary by contribution assumption: employee only about $94,319 at 4% or $62,879 at 6%; with 50% employer match about $62,879 at 4% or $41,919 at 6%; with 100% employer match about $47,159 at 4% or $31,440 at 6%.
201914$1,574,219$23,843$5,961iApproximate average salary by contribution assumption: employee only about $149,019 at 4% or $99,346 at 6%; with 50% employer match about $99,346 at 4% or $66,231 at 6%; with 100% employer match about $74,509 at 4% or $49,673 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-4$1,574,219$23,843$5,961iApproximate average salary by contribution assumption: employee only about $149,019 at 4% or $99,346 at 6%; with 50% employer match about $99,346 at 4% or $66,231 at 6%; with 100% employer match about $74,509 at 4% or $49,673 at 6%.
201814$1,272,805$38,125$9,531iApproximate average salary by contribution assumption: employee only about $238,281 at 4% or $158,854 at 6%; with 50% employer match about $158,854 at 4% or $105,903 at 6%; with 100% employer match about $119,141 at 4% or $79,427 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-4$1,272,805$38,125$9,531iApproximate average salary by contribution assumption: employee only about $238,281 at 4% or $158,854 at 6%; with 50% employer match about $158,854 at 4% or $105,903 at 6%; with 100% employer match about $119,141 at 4% or $79,427 at 6%.
201714$1,298,514$15,968$3,992iApproximate average salary by contribution assumption: employee only about $99,800 at 4% or $66,533 at 6%; with 50% employer match about $66,533 at 4% or $44,356 at 6%; with 100% employer match about $49,900 at 4% or $33,267 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-4$1,298,514$15,968$3,992iApproximate average salary by contribution assumption: employee only about $99,800 at 4% or $66,533 at 6%; with 50% employer match about $66,533 at 4% or $44,356 at 6%; with 100% employer match about $49,900 at 4% or $33,267 at 6%.
201615$1,119,606$6,125$1,225iApproximate average salary by contribution assumption: employee only about $30,625 at 4% or $20,417 at 6%; with 50% employer match about $20,417 at 4% or $13,611 at 6%; with 100% employer match about $15,313 at 4% or $10,208 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-5$1,119,606$6,125$1,225iApproximate average salary by contribution assumption: employee only about $30,625 at 4% or $20,417 at 6%; with 50% employer match about $20,417 at 4% or $13,611 at 6%; with 100% employer match about $15,313 at 4% or $10,208 at 6%.
201514$1,125,123$12,577$3,144iApproximate average salary by contribution assumption: employee only about $78,606 at 4% or $52,404 at 6%; with 50% employer match about $52,404 at 4% or $34,936 at 6%; with 100% employer match about $39,303 at 4% or $26,202 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-4$1,125,123$12,577$3,144iApproximate average salary by contribution assumption: employee only about $78,606 at 4% or $52,404 at 6%; with 50% employer match about $52,404 at 4% or $34,936 at 6%; with 100% employer match about $39,303 at 4% or $26,202 at 6%.
201414$1,038,004$14,925$3,731iApproximate average salary by contribution assumption: employee only about $93,281 at 4% or $62,188 at 6%; with 50% employer match about $62,188 at 4% or $41,458 at 6%; with 100% employer match about $46,641 at 4% or $31,094 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-4$1,038,004$14,925$3,731iApproximate average salary by contribution assumption: employee only about $93,281 at 4% or $62,188 at 6%; with 50% employer match about $62,188 at 4% or $41,458 at 6%; with 100% employer match about $46,641 at 4% or $31,094 at 6%.
201314$1,044,024$11,090$2,773iApproximate average salary by contribution assumption: employee only about $69,313 at 4% or $46,208 at 6%; with 50% employer match about $46,208 at 4% or $30,806 at 6%; with 100% employer match about $34,656 at 4% or $23,104 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-4$1,044,024$11,090$2,773iApproximate average salary by contribution assumption: employee only about $69,313 at 4% or $46,208 at 6%; with 50% employer match about $46,208 at 4% or $30,806 at 6%; with 100% employer match about $34,656 at 4% or $23,104 at 6%.
201213$889,066$11,088$3,696iApproximate average salary by contribution assumption: employee only about $92,400 at 4% or $61,600 at 6%; with 50% employer match about $61,600 at 4% or $41,067 at 6%; with 100% employer match about $46,200 at 4% or $30,800 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-3$889,066$11,088$3,696iApproximate average salary by contribution assumption: employee only about $92,400 at 4% or $61,600 at 6%; with 50% employer match about $61,600 at 4% or $41,067 at 6%; with 100% employer match about $46,200 at 4% or $30,800 at 6%.
201112$773,170$9,916$4,958iApproximate average salary by contribution assumption: employee only about $123,950 at 4% or $82,633 at 6%; with 50% employer match about $82,633 at 4% or $55,089 at 6%; with 100% employer match about $61,975 at 4% or $41,317 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-2$773,170$9,916$4,958iApproximate average salary by contribution assumption: employee only about $123,950 at 4% or $82,633 at 6%; with 50% employer match about $82,633 at 4% or $55,089 at 6%; with 100% employer match about $61,975 at 4% or $41,317 at 6%.
201013$725,490$10,904$3,635iApproximate average salary by contribution assumption: employee only about $90,867 at 4% or $60,578 at 6%; with 50% employer match about $60,578 at 4% or $40,385 at 6%; with 100% employer match about $45,433 at 4% or $30,289 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-3$725,490$10,904$3,635iApproximate average salary by contribution assumption: employee only about $90,867 at 4% or $60,578 at 6%; with 50% employer match about $60,578 at 4% or $40,385 at 6%; with 100% employer match about $45,433 at 4% or $30,289 at 6%.
200913$624,727$13,460$4,487iApproximate average salary by contribution assumption: employee only about $112,167 at 4% or $74,778 at 6%; with 50% employer match about $74,778 at 4% or $49,852 at 6%; with 100% employer match about $56,083 at 4% or $37,389 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-3$624,727$13,460$4,487iApproximate average salary by contribution assumption: employee only about $112,167 at 4% or $74,778 at 6%; with 50% employer match about $74,778 at 4% or $49,852 at 6%; with 100% employer match about $56,083 at 4% or $37,389 at 6%.
200813$0$0-
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-3---
200713$0$0-
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-3---
200613$591,907$29,489$9,830iApproximate average salary by contribution assumption: employee only about $245,742 at 4% or $163,828 at 6%; with 50% employer match about $163,828 at 4% or $109,219 at 6%; with 100% employer match about $122,871 at 4% or $81,914 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-3$591,907$29,489$9,830iApproximate average salary by contribution assumption: employee only about $245,742 at 4% or $163,828 at 6%; with 50% employer match about $163,828 at 4% or $109,219 at 6%; with 100% employer match about $122,871 at 4% or $81,914 at 6%.
200514$491,399$28,256$7,064iApproximate average salary by contribution assumption: employee only about $176,600 at 4% or $117,733 at 6%; with 50% employer match about $117,733 at 4% or $78,489 at 6%; with 100% employer match about $88,300 at 4% or $58,867 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-4$491,399$28,256$7,064iApproximate average salary by contribution assumption: employee only about $176,600 at 4% or $117,733 at 6%; with 50% employer match about $117,733 at 4% or $78,489 at 6%; with 100% employer match about $88,300 at 4% or $58,867 at 6%.
200413$480,699$25,863$8,621iApproximate average salary by contribution assumption: employee only about $215,525 at 4% or $143,683 at 6%; with 50% employer match about $143,683 at 4% or $95,789 at 6%; with 100% employer match about $107,763 at 4% or $71,842 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-3$480,699$25,863$8,621iApproximate average salary by contribution assumption: employee only about $215,525 at 4% or $143,683 at 6%; with 50% employer match about $143,683 at 4% or $95,789 at 6%; with 100% employer match about $107,763 at 4% or $71,842 at 6%.
200314$401,229$22,038$5,510iApproximate average salary by contribution assumption: employee only about $137,738 at 4% or $91,825 at 6%; with 50% employer match about $91,825 at 4% or $61,217 at 6%; with 100% employer match about $68,869 at 4% or $45,913 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-4$401,229$22,038$5,510iApproximate average salary by contribution assumption: employee only about $137,738 at 4% or $91,825 at 6%; with 50% employer match about $91,825 at 4% or $61,217 at 6%; with 100% employer match about $68,869 at 4% or $45,913 at 6%.
200214$356,691$39,341$9,835iApproximate average salary by contribution assumption: employee only about $245,881 at 4% or $163,921 at 6%; with 50% employer match about $163,921 at 4% or $109,281 at 6%; with 100% employer match about $122,941 at 4% or $81,960 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-4$356,691$39,341$9,835iApproximate average salary by contribution assumption: employee only about $245,881 at 4% or $163,921 at 6%; with 50% employer match about $163,921 at 4% or $109,281 at 6%; with 100% employer match about $122,941 at 4% or $81,960 at 6%.
200114$0$0-
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-4---
200014$299,594$38,793$9,698iApproximate average salary by contribution assumption: employee only about $242,456 at 4% or $161,638 at 6%; with 50% employer match about $161,638 at 4% or $107,758 at 6%; with 100% employer match about $121,228 at 4% or $80,819 at 6%.
Stephen Benjamin Insurance Agency Inc. 401(K) Profit Sharing Plan-4$299,594$38,793$9,698iApproximate average salary by contribution assumption: employee only about $242,456 at 4% or $161,638 at 6%; with 50% employer match about $161,638 at 4% or $107,758 at 6%; with 100% employer match about $121,228 at 4% or $80,819 at 6%.